IHT Wealth Management’s Healthpeak Properties DOC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-260
| Closed | -$6K | – | 650 |
|
2018
Q1 | $6K | Sell |
260
-215
| -45% | -$4.96K | ﹤0.01% | 1296 |
|
2017
Q4 | $12K | Buy |
+475
| New | +$12K | ﹤0.01% | 1130 |
|
2017
Q3 | – | Sell |
-55
| Closed | -$31 | – | 1462 |
|
2017
Q2 | $31 | Hold |
55
| – | – | 0.02% | 648 |
|
2017
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 1070 |
|
2016
Q4 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1026 |
|